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Parasol Investment Management’s Verizon VZ Stock Holding History

Parasol Investment Management’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$171K Sell
3,510
-5,827
-62% -$292K 0.28% 33
2016
Q4 		$498K Buy
9,337
+431
+5% +$21.5K 0.52% 36
2016
Q3 		$463K Sell
8,906
-8
-0.1% -$429 0.48% 34
2016
Q2 		$498K Sell
8,914
-1,145
-11% -$59.4K 0.52% 34
2016
Q1 		$544K Sell
10,059
-473
-4% -$23.7K 0.53% 27
2015
Q4 		$487K Sell
10,532
-1,175
-10% -$53.4K 0.47% 26
2015
Q3 		$509K Sell
11,707
-8,268
-41% -$382K 0.46% 26
2015
Q2 		$931K Buy
19,975
+765
+4% +$37.4K 0.63% 29
2015
Q1 		$934K Buy
19,210
+1,955
+11% +$94.4K 0.59% 30
2014
Q4 		$807K Buy
17,255
+2,385
+16% +$117K 0.56% 28
2014
Q3 		$743K Buy
14,870
+2,143
+17% +$107K 0.52% 25
2014
Q2 		$623K Buy
12,727
+7,598
+148% +$368K 0.43% 30
2014
Q1 		$244K Buy
5,129
+4,199
+452% +$199K 0.17% 33
2013
Q4 		$46K Buy
+930
New +$45.7K 0.03% 89

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Parasol Investment Management's VZ Position: Q1 2017 in Review

Parasol Investment Management reduced its Verizon (VZ) stake by 62% in Q1 2017, selling an estimated $292K and leaving 3,510 shares worth $171K. The position accounts for 0.28% of the portfolio, ranked #33.

Parasol Investment Management first reported a position in VZ in Q4 2013 and has held it in 14 quarters since. The position peaked at $934K in Q1 2015. 1,974 funds tracked by Wall St. Rank hold VZ as of Q1 2017.

  • Parasol Investment Management held 3,510 shares of Verizon worth $171K as of Q1 2017.
  • Parasol Investment Management sold 5,827 Verizon shares in Q1 2017, an estimated $292K.
  • Verizon made up 0.28% of Parasol Investment Management's portfolio in Q1 2017, its #33 holding.
  • Parasol Investment Management first reported a position in Verizon in Q4 2013 and has held it in 14 quarters since.
  • Parasol Investment Management's Verizon position peaked at $934K in Q1 2015.
  • 1,974 funds tracked by Wall St. Rank held Verizon as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.